Waverly Advisors, a federally registered investment adviser offering investment management, financial planning and wealth management services, has acquired Pure Portfolios, a Lake Oswego, Oregon-based wealth management firm, expanding Waverly into a new market in Oregon and deepening its footprint across the Pacific Northwest.
Pure, founded within the last decade, has built a regional presence through what Waverly described as strong organic growth, long-standing client relationships, and a high-touch service model. Founder, President, and Chief Investment Officer Nik Schuurmans and Chief Financial Officer Toby Weber will join Waverly as Partners and Wealth Advisors, and the full Pure team is joining as part of the transaction.
With the addition of Pure, Waverly said its assets under management will increase by approximately $437 million as of December 31, 2025. Waverly reported that it manages approximately $30.6 billion in assets as of January 30, 2026, and operates 46 offices nationwide with more than 380 professionals.
The deal closed on January 30, 2026. Waverly noted the acquisition is its 30th transaction since taking an equity investment in December 2021 from Wealth Partners Capital Group and HGGC’s Aspire Holdings platform.
KEY QUOTES
“For a firm established within the last decade, Pure has demonstrated exceptional growth and built a strong presence in its regional market. For a firm established within the last decade, Pure has demonstrated exceptional growth and built a strong presence in its regional market. The professionalism, discipline and intentional approach Nik, Toby and their team bring to the business are exactly the qualities Waverly looks for in new partners.”
Justin Russell, President and CEO, Waverly Advisors
“From the beginning, our mission has been to help clients make better money decisions through data, discipline, and the relentless pursuit of what works. Partnering with Waverly allows us to expand that mission by adding deeper tax and estate planning resources, strengthening our ability to grow responsibly and serve clients more holistically. I can’t wait to get started.”
Nik Schuurmans, Founder, Pure Portfolios
“It was critical to find the right partner for our firm that would preserve our independence and client-focused approach while also supporting avenues for future growth. We are excited to join Waverly and be part of what they are building across the Pacific Northwest.”
Toby Weber, Chief Financial Officer and Partner, Pure Portfolios
“This acquisition strengthens Waverly’s presence in the Pacific Northwest with the addition of a firm that shares its commitment to growth and client-focused service. Building on Waverly’s strong momentum across the East and Midwest, this transaction positions Waverly for continued expansion on the West Coast.”
Pete Wheatley, Director, Wealth Partners Capital Group (WPCG)
